Financial advice with purpose,
rooted in values.

Providence Legacy Advisors is a fee-only, independent investment advisory firm based in Landenberg, Pennsylvania. We work with individuals, families, and institutions who are looking for more than just financial growth—they’re seeking clarity, stewardship, and financial advice that is aligned with what matters most to them.

We believe in thoughtful planning, rigorous analysis, and service that reflects the trust our clients place in us. Every recommendation is tailored, transparent, and delivered with our full commitment to your goals.

Jose L. Sabastro Jr.

Jose Sabastro brings more than 25 years of experience in finance, investment management, and executive leadership to his role serving clients. His career has spanned industries and roles — from Chief Financial Officer of nonprofit and for-profit organizations to leading analytics at a global financial advisory firm to developing technology solutions at major banks.

Jose holds an MBA from the University of Virginia’s Darden School of Business and a B.S. in Electrical Engineering from NYU’s Tandon School of Engineering. In founding Providence Legacy Advisors, Jose combined deep technical expertise with a personal mission: to offer advice that empowers people to make meaningful, values-driven financial decisions.

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Jamin Smith

Jamin Smith serves as Operations Manager at Providence Legacy Advisors, bringing a multifaceted background spanning leadership, research, and organizational management. A graduate of Grove City College with a bachelor’s degree in Biochemistry, Jamin also served as Student Body President, cultivating a disciplined approach to strategic leadership and team collaboration.

His professional experience includes serving as Scheduler for a Member of the U.S. Congress and as a Research Analyst for an oncology-focused pharmaceutical consulting firm. At Providence Legacy Advisors, Jamin applies his analytical mindset and operational expertise to strengthen the firm’s infrastructure and advance its mission of providing values-driven, client-centered financial guidance.

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Why Providence?

  • We act in your best interest, always—free from product commissions, sales pressure, or hidden incentives.

  • Transparent and straightforward. You pay only for our advice—not for products.

  • Every client’s goals, challenges, and values are unique. So are our strategies.

  • With decades of experience in financial leadership, we offer the insight and discipline you need to make smart decisions with confidence.